Turn Clio Data Into Actionable Firm Intelligence
Authorize Clio once and instantly transform operational data into executive-level visibility across clients, matters, WIP, billing, and firm performance. dashboardWISE continuously syncs your data so leadership always works from a current, connected view of the firm.
Step 1
Connect Clio
Authorize your firm once. dashboardWISE handles the sync and metric preparation after Clio returns you to the app.
Clio
Live integration
Simple Setup. Immediate Visibility.
Get connected in minutes with a guided onboarding flow designed for law firms. From account creation to initial dashboard sync, dashboardWISE handles the heavy lifting so your team can focus on insight—not setup.
Create your dashboardWISE account
Sign up, create your firm workspace, and complete the billing step before dashboard access is unlocked.
Open Integrations
Go to Integrations, choose Clio, and start the secure connection flow.
Approve Secure Clio Access
Authenticate directly with Clio using OAuth-based authorization and encrypted sync.
See Your Dashboard Come Alive
dashboardWISE automatically structures your data into actionable firm-wide insights.
Designed for Legal Teams, Not IT Departments
The onboarding experience mirrors how firms already work inside Clio. Secure authorization, guided syncing, and structured dashboards make implementation straightforward for firms of any size.
Choose Clio from Integrations
The firm opens Integrations, reviews the Clio Manage details, then starts the connection.
Watch the first sync finish
The initial sync shows progress while dashboardWISE imports contacts, matters, activities, bills, and related records.
Connected Data Across Your Entire Firm
dashboardWISE securely syncs operational, financial, and matter-level data directly from Clio to power KPI tracking, executive dashboards, and real-time performance visibility.
From Raw Data to Executive Insight
Once connected, dashboardWISE automatically structures synced Clio data into KPI-driven dashboards covering firm performance, matter health, WIP exposure, billing efficiency, and revenue visibility.
Clio OAuth
Raw import
Metric engine
Dashboards
Insight 360
Clients Overview
Matter Health
Work in Progress
Billing
Ready to See Your Firm More Clearly?
Connect Clio and start turning operational data into structured, actionable insight across your entire practice.